David Friedberg: AI Will Produce More Than Humans Can Consume — And That Changes Everything
All-In Podcast·2026-03-02 16:15

I think fundamentally if you're driving productivity with AI, you're driving leverage on human time and leverage on capital. The question is how quickly can you drive that up. And that's a function of how much consumption there is, how much capacity there is for consumption.So if your earnings are the same, but things are getting more expensive, you're not happy. If your earnings go up by 10%, things stay the same price, you got 10% more than you had last year, you're you're going to be happy. I just think ...